Jupiter Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
34,600
+10,600
| +44% | +$501K | 0.83% | 28 |
|
|
2025
Q1 | $1.07M | Sell |
24,000
-22,247
| -48% | -$996K | 0.65% | 35 |
|
|
2024
Q4 | $2.03M | Buy |
46,247
+2,500
| +6% | +$110K | 1.02% | 25 |
|
|
2024
Q3 | $1.74M | Sell |
43,747
-19,900
| -31% | -$790K | 0.89% | 33 |
|
|
2024
Q2 | $2.57M | Buy |
63,647
+1,701
| +3% | +$68.6K | 1.36% | 23 |
|
|
2024
Q1 | $2.34M | Buy |
61,946
+22,946
| +59% | +$865K | 1.24% | 24 |
|
|
2023
Q4 | $1.31M | Hold |
39,000
| – | – | 0.77% | 32 |
|
|
2023
Q3 | $1.08M | Buy |
39,000
+15,000
| +63% | +$415K | 0.7% | 36 |
|
|
2023
Q2 | $689K | Sell |
24,000
-12,600
| -34% | -$361K | 0.59% | 40 |
|
|
2023
Q1 | $1.05M | Buy |
36,600
+16,600
| +83% | +$475K | 0.96% | 31 |
|
|
2022
Q4 | $662K | Sell |
20,000
-1,000
| -5% | -$33.1K | 0.64% | 36 |
|
|
2022
Q3 | $634K | Hold |
21,000
| – | – | 0.64% | 38 |
|
|
2022
Q2 | $653K | Sell |
21,000
-64,372
| -75% | -$2M | 0.6% | 37 |
|
|
2022
Q1 | $3.52M | Hold |
85,372
| – | – | 2.2% | 17 |
|
|
2021
Q4 | $3.8M | Sell |
85,372
-10,000
| -10% | -$445K | 1.97% | 17 |
|
|
2021
Q3 | $4.5M | Buy |
95,372
+7,000
| +8% | +$331K | 2.12% | 15 |
|
|
2021
Q2 | $3.55M | Sell |
88,372
-5,766
| -6% | -$231K | 1.7% | 19 |
|
|
2021
Q1 | $3.87M | Buy |
94,138
+74,138
| +371% | +$3.05M | 1.96% | 17 |
|
|
2020
Q4 | $606K | Buy |
+20,000
| New | +$606K | 0.37% | 43 |
|
|
2020
Q1 | – | Sell |
-115,476
| Closed | -$4.08M | – | 74 |
|
|
2019
Q4 | $4.08M | Sell |
115,476
-185
| -0.2% | -$6.54K | 1.97% | 20 |
|
|
2019
Q3 | $3.37M | Sell |
115,661
-653
| -0.6% | -$19K | 1.8% | 23 |
|
|
2019
Q2 | $3.4M | Buy |
116,314
+238
| +0.2% | +$6.95K | 1.68% | 26 |
|
|
2019
Q1 | $3.49M | Buy |
+116,076
| New | +$3.49M | 1.68% | 26 |
|